Gradient Investments
ESML icon

Gradient Investments’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Gradient Investments’s Portfolio ESML Stock Details ESML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.04M Buy
77,736
+2,483
+3% +$135K 0.06% 221
2026
Q2 		$4.21M Buy
75,253
+2,804
+4% +$146K 0.06% 209
2026
Q1 		$3.41M Sell
72,449
-1,659
-2% -$80.5K 0.05% 215
2025
Q4 		$3.41M Buy
74,108
+4,949
+7% +$226K 0.05% 179
2025
Q3 		$3.12M Sell
69,159
-535
-0.8% -$23.2K 0.05% 177
2025
Q2 		$2.88M Sell
69,694
-12,683
-15% -$491K 0.05% 174
2025
Q1 		$3.16M Sell
82,377
-3,344
-4% -$139K 0.06% 166
2024
Q4 		$3.6M Buy
85,721
+2,364
+3% +$102K 0.07% 156
2024
Q3 		$3.49M Buy
83,357
+292
+0.4% +$11.7K 0.07% 151
2024
Q2 		$3.2M Buy
83,065
+1,525
+2% +$58.9K 0.07% 163
2024
Q1 		$3.28M Buy
81,540
+3,107
+4% +$118K 0.08% 162
2023
Q4 		$2.98M Sell
78,433
-1,192
-1% -$40.7K 0.07% 161
2023
Q3 		$2.68M Sell
79,625
-959
-1% -$34.1K 0.07% 154
2023
Q2 		$2.86M Sell
80,584
-5,563
-6% -$188K 0.07% 152
2023
Q1 		$2.93M Sell
86,147
-10,130
-11% -$354K 0.08% 152
2022
Q4 		$3.17M Sell
96,277
-21,361
-18% -$709K 0.1% 155
2022
Q3 		$3.61M Buy
117,638
+1,056
+0.9% +$35.6K 0.11% 147
2022
Q2 		$3.67M Sell
116,582
-13,998
-11% -$482K 0.11% 152
2022
Q1 		$4.97M Sell
130,580
-4,666
-3% -$176K 0.13% 142
2021
Q4 		$5.45M Buy
135,246
+2,441
+2% +$98.8K 0.14% 144
2021
Q3 		$5.18M Buy
132,805
+615
+0.5% +$24.3K 0.15% 138
2021
Q2 		$5.34M Buy
132,190
+10,641
+9% +$423K 0.16% 136
2021
Q1 		$4.68M Buy
121,549
+63,572
+110% +$2.4M 0.15% 136
2020
Q4 		$1.54M Hold
57,977
– – 0.07% 140
2020
Q3 		$1.54M Buy
57,977
+4,116
+8% +$109K 0.06% 140
2020
Q2 		$1.35M Buy
53,861
+30,628
+132% +$706K 0.06% 156
2020
Q1 		$463K Buy
23,233
+2,388
+11% +$62.2K 0.02% 199
2019
Q4 		$603K Buy
20,845
+3,516
+20% +$97.2K 0.03% 211
2019
Q3 		$463K Buy
17,329
+5,704
+49% +$153K 0.02% 223
2019
Q2 		$314K Buy
11,625
+780
+7% +$20.8K 0.02% 238
2019
Q1 		$286K Buy
10,845
+4,218
+64% +$108K 0.02% 225
2018
Q4 		$150K Buy
+6,627
New +$167K 0.01% 243

Other funds holding ESML

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Bluestem Financial Advisors
Bluestem Financial Advisors Champaign, Illinois $286M AUM 7.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Gradient Investments's ESML Position: Q3 2026 in Review

Gradient Investments increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 3.3% in Q3 2026, buying an estimated $135K and bringing the position to 77,736 shares worth $4.04M. The position accounts for 0.06% of the portfolio, ranked #221.

Gradient Investments first reported a position in ESML in Q4 2018 and has held it in 32 quarters since. The position peaked at $5.45M in Q4 2021. 133 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

  • Gradient Investments held 77,736 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $4.04M as of Q3 2026.
  • Gradient Investments bought 2,483 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2026, an estimated $135K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.06% of Gradient Investments's portfolio in Q3 2026, its #221 holding.
  • Gradient Investments first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2018 and has held it in 32 quarters since.
  • Gradient Investments's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $5.45M in Q4 2021.
  • 133 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.